How much more volatility are clients willing to accept in exchange for higher levels of yield? The answer to that question must be quantitative.
“The best is yet to come,” BofA analyst Erika Najarian wrote, as 2021 is likely to be a strong year for banks due to optimism about fiscal stimulus.
The predominant view among economists -– including, crucially, at the Federal Reserve –- is that it will be years before the U.S. has to worry.
Legendary investor Jeremy Grantham renewed his warning to investors that the market is in a "full-fledged epic bubble" that not even the Fed can help.